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👥 Roles and permissions
The following roles can add a user or group to a survey:
Anyone who is a manager or contributor on the survey
Adding a user or group to a risk assessment survey
The steps below explain how to add a user or group to a single risk assessment survey.
From the left menu, select Assessments.
Select the Risk surveys tab.
Select the survey you want to add the user or group to.
In the right pane, click the + icon.
From the Add tab, do the following:
Below Add new, select the Users or Groups radio button.
User - An individual user.
Group - A group of individuals with shared responsibilities. See Working with groups or Adding a group as a member of an object
💡 Tip
You can add multiple users or groups as long as they share the same object-level role.
From the Name drop-down menu, select the name of the user or group you want to add.
From the Role drop-down menu, select an object-level role for the user or group.
Manager - Can manage and share content, and manage object members and settings.
Contributor - Can share, add, and remove files from objects where they are a member.
Viewer - Can view information about objects where they are a member or have inherited access.
Optionally, enter a message for the user or group.
Click Add.
The user or group is added to the survey.
If notifications are enabled, an email is sent notifying the user that they have been added.